Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Insight Enterprises Inc (NSIT)

319 + Investors. Track Smart Money conviction in NSIT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — NSIT

Based on 324 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NSIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
324 funds currently hold this stock — 92% of the 3.0-year high of 351 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NSIT is almost the same as a year ago (+7 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

182 buying171 selling
Last quarter: 182 funds bought or added vs 171 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+43 vs last Q)

new funds entering per quarter
Funds opening a new NSIT position: 31 → 59 → 52 → 95. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 15% medium ■ 23% new
199 out of 324 hedge funds have held NSIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +81% but shares only +16% — price-driven

Value
+81%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +81%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

39 → 31 → 59 → 52 → 95 new funds/Q
New funds entering each quarter: 31 → 59 → 52 → 95. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 330 holders: 226 (68%) are 2+ year veterans, 31 entered 1–2 years ago, and 73 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
57 of 324 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in NSIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NSIT

In 2026 Q2, 182 hedge funds were net buyers of NSIT (95 opened a new position, 87 added to an existing one), while 171 reduced or exited (111 trimmed, 60 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in NSIT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 324.

Hedge Fund Ownership: NSIT

How many hedge funds hold NSIT — quarterly history vs. share price
Quarterly hedge fund ownership of NSIT vs. share price

Market Analysis: NSIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NSIT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: NSIT
319 + Investors

Track Smart Money conviction in NSIT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 319 289 10.38%
13F Shares 31M 30M 1.79%
Total Value $3.63B $2.02B 79.62%
New Positions 94 52 +42
Increased Positions 86 122 -36
Closed Positions 64 48 +16
Reduced Positions 105 84 +21
Total Calls 4 1 300.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.5 2.0 Bullish

Statistics: NSIT

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Financial Highlights

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Institutional Holders (2026 Q2)

319 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NSIT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NSIT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kestrel Investment Management Corp 4.23% 63,750 $7.8M
2 Fiduciary Management Inc /Wi/ 3.81% 2,197,521 $267.7M
3 Highland Peak Capital, LLC 3.74% 105,467 $12.8M
4 Analog Century Management LP 3.44% 771,966 $94.0M
5 Paradigm Capital Management Inc/Ny 3.17% 957,000 $116.6M
6 Speece Thorson Capital Group Inc 2.79% 106,952 $13.0M
7 Cascade Investment Advisors, Inc. 0.78% 11,765 $1.4M
8 Aristotle Capital Boston, LLC 0.71% 86,915 $10.6M
9 Watershed Asset Management, L.L.C. 0.53% 4,899 $597K
10 Phocas Financial Corp. 0.47% 27,759 $3.4M
11 Vaughan Nelson Investment Management, L.P. 0.42% 388,795 $47.4M
12 Legacy Bridge, LLC 0.39% 10,415 $1.3M
13 Frontier Capital Management Co LLC 0.38% 337,686 $41.1M
14 Virtus Advisers, LLC 0.35% 7,489 $912K
15 VARCOV Co. 0.31% 6,691 $815K
16 Pinnbrook Capital Management LP 0.27% 20,800 $2.5M
17 Kennedy Capital Management LLC 0.25% 117,055 $14.3M
18 Denali Advisors LLC 0.22% 18,121 $2.2M
19 Concentric Capital Strategies, LP 0.21% 30,598 $3.7M
20 Sendero Wealth Management, LLC 0.20% 16,085 $2.0M
21 Riverwater Partners LLC 0.19% 5,251 $640K
22 Optimize Financial INC. 0.18% 4,119 $502K
23 Aigen Investment Management, LP 0.13% 3,830 $466K
24 New Age Alpha Advisors, LLC 0.12% 22,892 $2.8M
25 Sound Capital Solutions LLC 0.12% 4,119 $502K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Insight Enterprises Inc (NSIT)

What does the Smart Money Trend signal show for NSIT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NSIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NSIT?

Slight buying edge — 52% buying: Last quarter: 182 funds bought or added vs 171 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NSIT holders?

Elite ownership — 57% AUM from top-100 funds: 57 of 324 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in NSIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NSIT?

61% of holders stayed for 2+ years: 199 out of 324 hedge funds have held NSIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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